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IRC

Investors Research Corp Portfolio holdings

AUM $559M
1-Year Est. Return 21.55%
This Fund
S&P 500
This Quarter Est. Return
+10.98%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$370M
AUM Growth
+$43.1M
Cap. Flow
+$10.3M
Cap. Flow %
2.78%
Top 10 Hldgs %
17.65%
Holding
1,167
New
15
Increased
142
Reduced
184
Closed
22

Top Buys

Rank Stock Value
1
IP icon
International Paper
IP
+$1.01M
2
WBA
Walgreens Boots Alliance
WBA
+$637K
3
FTCS icon
First Trust Capital Strength ETF
FTCS
+$535K
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$502K
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$487K

Top Sells

Rank Stock Value
1
ADEA icon
Adeia
ADEA
+$1.45M
2
HNGR
Hanger Inc.
HNGR
+$521K
3
CF icon
CF Industries
CF
+$130K
4
SPTN
SpartanNash
SPTN
+$58.6K
5
KSS icon
Kohl's
KSS
+$44.6K

Sector Composition

Rank Sector Weight
1 Financials 9.96%
2 Consumer Discretionary 8.58%
3 Technology 5.88%
4 Industrials 5.72%
5 Materials 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
L icon
176
Loews
L
$23.1B
$607K 0.16%
10,400
– –
BRC icon
177
Brady Corp
BRC
$4.48B
$605K 0.16%
12,850
– –
EXC icon
178
Exelon
EXC
$46.2B
$601K 0.16%
13,900
-59
-0.4% -$2.33K
IVZ icon
179
Invesco
IVZ
$13.8B
$595K 0.16%
33,050
-525
-2% -$8.98K
IWM icon
180
iShares Russell 2000 ETF
IWM
$81.8B
$594K 0.16%
3,404
+12
+0.4% +$2.13K
ADBE icon
181
Adobe
ADBE
$105B
$590K 0.16%
1,753
+620
+55% +$198K
BG icon
182
Bunge Global
BG
$21.4B
$581K 0.16%
5,825
– –
SU icon
183
Suncor Energy
SU
$74B
$580K 0.16%
18,277
– –
CRM icon
184
Salesforce
CRM
$162B
$578K 0.16%
4,363
+950
+28% +$139K
SRET icon
185
Global X SuperDividend REIT ETF
SRET
$228M
$576K 0.16%
26,537
-260
-1% -$5.63K
SMFG icon
186
Sumitomo Mitsui Financial
SMFG
$160B
$566K 0.15%
70,529
-1,325
-2% -$8.44K
LRCX icon
187
Lam Research
LRCX
$390B
$555K 0.15%
13,210
– –
TWI icon
188
Titan International
TWI
$461M
$553K 0.15%
36,100
-175
-0.5% -$2.5K
KSS icon
189
Kohl's
KSS
$2.1B
$552K 0.15%
21,842
-1,575
-7% -$44.6K
RL icon
190
Ralph Lauren
RL
$23.7B
$549K 0.15%
5,200
-125
-2% -$12.5K
AAWW
191
DELISTED
Atlas Air Worldwide Holdings, Inc.
AAWW
$549K 0.15%
5,450
– –
AMD icon
192
Advanced Micro Devices
AMD
$774B
$543K 0.15%
8,391
+3,195
+61% +$211K
PPC icon
193
Pilgrim's Pride
PPC
$6.4B
$540K 0.15%
22,750
– –
PBF icon
194
PBF Energy
PBF
$8.22B
$537K 0.15%
13,175
-175
-1% -$7.28K
ETN icon
195
Eaton
ETN
$178B
$536K 0.15%
3,418
– –
CNQ icon
196
Canadian Natural Resources
CNQ
$98.1B
$532K 0.14%
19,150
– –
FLR icon
197
Fluor
FLR
$7.08B
$526K 0.14%
15,175
– –
SLB icon
198
SLB Ltd
SLB
$79.7B
$521K 0.14%
9,738
-75
-0.8% -$3.73K
C icon
199
Citigroup
C
$228B
$520K 0.14%
11,491
+250
+2% +$11.4K
SCHG icon
200
Schwab US Large-Cap Growth ETF
SCHG
$62.7B
$506K 0.14%
36,432
+3,704
+11% +$53.3K
6 7
8
9 10

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CFP
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TCM
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QL
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NCA
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CAM
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MCM
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FGAM
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Investors Research Corp's Q4 2022 Portfolio in Review

As of Q4 2022, Investors Research Corp held 1,167 positions worth $370M, up 13% from $327M the previous quarter. Its ten largest holdings account for 18% of the portfolio.

Trading was light in Q4 2022: portfolio turnover was 3.2%. Investors Research Corp opened 15 new positions and exited 22, leaving the 1,167-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 10% of assets, down from 10% a quarter earlier, followed by Consumer Discretionary and Technology.

  • Investors Research Corp's largest Q4 2022 buy was Xperi: 8,586 shares worth $73.9K.
  • Investors Research Corp added most to International Paper in Q4 2022, an estimated $1.01M increase.
  • Investors Research Corp's biggest Q4 2022 reduction was Adeia, cutting an estimated $1.45M.
  • Investors Research Corp fully exited Hanger Inc. in Q4 2022, selling an estimated $521K.
  • Investors Research Corp's ten largest holdings make up 18% of its $370M portfolio in Q4 2022.
  • Investors Research Corp opened 15 new positions and closed 22 in Q4 2022.
  • Investors Research Corp's portfolio value rose 13% quarter-over-quarter to $370M.

Based on Investors Research Corp's 13F filing for Q4 2022, filed 6 Feb 2023.